UVSP
Univest Financial Corporation
NasdaqGS Financial Services United States
41,65 $US
-0.38% today
+29.03% YTD · +36.51% 1Y
2
Insider transactions
SEC Form 4 · AMF · BaFin — rolling 90 days
29
Hedge funds tracked
Latest available SEC 13F filings
59
/ 100
MIXED

Analysis Univest Financial Corporation (UVSP) — Kairos Score 59/100

Composite score aggregating 8 smart money dimensions: insiders (SEC/AMF/BaFin), hedge funds, politicians & gurus, price momentum, valuation, analyst consensus, financial health, earnings momentum. The higher the score, the more favorable the institutional signals consensus.

💡 Detailed breakdown (the 8 sub-scores) available in the Premium dashboard.

About Univest Financial Corporation

Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking services in the United States. It operates through three segments: Banking; Wealth Management; and Insurance. The Banking segment offers financial services to individuals, businesses, municipalities, and non-profit organizations, including deposit taking, loan origination and servicing, mortgage banking, other general banking services, and equipment lease financing. The Wealth Management segment provides investment advisory, financial planning and trust, and brokerage services for private families and individuals, municipal pension plans, retirement plans, trusts, and guardianships. The Insurance segment offers full-service insurance brokerage agency comprising commercial property and casualty insurance, employee benefit solutions, personal insurance lines, and human resources consulting services. The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019. Univest Financial Corporation was founded in 1876 and is headquartered in Souderton, Pennsylvania.

Key info

👔
CEO
Mr. Jeffrey M. Schweitzer CPA
📍
HQ
14 North Main Street, Souderton, PA, 18964, United States
💰
Market cap
1 152 324 500,00 $US
📊
P/E
11.7
💸
Dividend yield
2.21%

🕴️ Insider activity (90 days)

2 transactions — 0 buys and 2 sales reported by Univest Financial Corporation executives.

PT
PETRO THOMAS M
2026-08-24
Sell
TM
Turner Michael L.
2026-08-13
Sell

🏦 Hedge Funds

29 institutional funds report a position on UVSP in their latest SEC quarterly filing.

BlackRock, Inc.
DIMENSIONAL FUND ADVISORS LP
FMR LLC
VANGUARD GROUP INC
VANGUARD CAPITAL MANAGEMENT LLC

📰 Recent news

9 recent articles on UVSP.

🧠 What makes Kairos Insider

Beyond raw data, we aggregate and score every smart money signal to give you a unique view.

🧠

Kairos Score 0-100

8-dimension composite score: insiders · hedge funds · politicians · momentum · valuation · health · analysts · earnings.

🎯

Insider Clusters

Detection of clustered purchases or sales by several executives in the same stock.

🏦

13F Hedge Funds

Berkshire, Pershing Square, Tiger Global, Bridgewater and other reporting funds.

📈

ETF Rotations

NANC & GOP (Pelosi & Republicans), GURU (top hedge funds), ARK (Cathie Wood). See who enters and exits each week.

🔥

Google Trends

Spot marked changes in search interest around the stocks being followed.

📧

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Companies in the same sector as Univest Financial Corporation

Official sources · Public data · SEC EDGAR — Form 4 & 13F · AMF — Executive filings · BaFin — Directors' Dealings · Yahoo Finance · Alpha Vantage

🔓 Unlock the full analysis

This public page only shows a preview. The full analysis of UVSP on the Kairos Insider dashboard includes:

✅ Full Kairos Score (8-axis radar + synthesis)
✅ History of all 2 insider transactions over 90 days
✅ All 29 detected institutional funds
✅ Thematic ETFs (ARK, BUZZ, NANC, GOP, JEPI…)
✅ Hot Stocks Google Trends
✅ Available history: AUM + rotations
✅ Fundamentals (P/E, PEG, EV/EBITDA, ROE…)
✅ Financial health (Altman Z, Piotroski F)
✅ Sector peers + recent earnings
See full analysis →
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